Retirement Plans in General

5,753 topics in this forum

1. Laymen Terms – Exclusion of Elective Deferrals From Deduction Limit

   By Guest JimJ, August 3, 2001
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • August 8, 2001

2. Life Insurance Premiums

   By Guest SPOT, July 7, 2004
   • 4 replies
   • 1.5k views
   • 
   • Bird
   • July 9, 2004

3. Franchised corporation exclusion???

   By jaemmons, June 19, 2002
   • 0 replies
   • 1.5k views
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   • jaemmons
   • June 19, 2002

4. Question: Trustee, naming of

   By BG5150, May 15, 2014
   • 6 replies
   • 1.5k views
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   • MoJo
   • May 19, 2014

5. Owner's divorce

   By Cynchbeast, February 19, 2013
   • 2 replies
   • 1.5k views
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   • Cynchbeast
   • February 19, 2013

6. Vesting Change

   By dmb, July 30, 2002
   • 1 reply
   • 1.5k views
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   • david rigby
   • July 30, 2002

7. KSOPs

   By Guest mickiemurphy, April 3, 2007
   • 1 reply
   • 1.5k views
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   • Bob R
   • April 15, 2007

8. What to provide participants as part of a "full annual report&quo

   By jkharvey, May 10, 2000
   • 6 replies
   • 1.5k views
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   • Kirk Maldonado
   • May 16, 2000

9. A new task for plan administrators to complete by December 29

   By Lois Baker, November 18, 2024
   • 1 reply
   • 1.5k views
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   • Peter Gulia
   • November 18, 2024

10. Does anyone know where the factors for figuring out required minimum distributions would be? Also, does anyone have an Excel file set up to figure out

    By Guest Enda80, June 6, 2008
    • 3 replies
    • 1.5k views
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    • Appleby
    • June 6, 2008

11. Changing TPAs, need new doc--plan expense?

    By BG5150, November 9, 2021
    • 5 replies
    • 1.5k views
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    • CuseFan
    • November 9, 2021

12. Pooled plan sued for declaring special val

    By Bird, June 19, 2020
    • 8 replies
    • 1.5k views
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    • Luke Bailey
    • June 22, 2020

13. Okay to make a profit sharing contribution of 4% for first 6 months an

    By John A, February 22, 2001
    • 3 replies
    • 1.5k views
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    • John A
    • February 23, 2001

14. Plans for Corporate Directors

    By Guest JD Colville, April 12, 2000
    • 3 replies
    • 1.5k views
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    • Guest
    • April 13, 2000

15. Short Initial Plan Year for PS plan

    By dmb, December 9, 2004
    • 8 replies
    • 1.5k views
    • 
    • No Name
    • December 17, 2004

16. Is an employer contribution deductible when a financial institution fa

    By Guest Barton Haag, September 20, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 20, 2000

17. Controlled Group Question

    By Lou S., July 11, 2008
    • 4 replies
    • 1.5k views
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    • Lou S.
    • July 15, 2008

18. FAS106 & Stop Loss Premiums

    By Guest EBW, May 16, 2003
    • 1 reply
    • 1.5k views
    • 
    • GBurns
    • May 17, 2003

19. Updated Section 402(f) Notice

    By Guest Dave Peckham, April 23, 2008
    • 0 replies
    • 1.5k views
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    • Guest
    • April 23, 2008

20. Cash-out rules

    By Guest Patkelley007, January 18, 2007
    • 2 replies
    • 1.5k views
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    • david rigby
    • January 19, 2007

21. Copy 1 of Form 1099-R

    By Guest PC, September 18, 2000
    • 0 replies
    • 1.5k views
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    • Guest
    • September 18, 2000

22. GUST - Amend or Restate?

    By Guest Clark, June 29, 1999
    • 4 replies
    • 1.5k views
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    • chris
    • July 16, 1999

23. Lost participants - any obligation to find them just to provide SAR, S

    By AndyH, October 19, 2000
    • 0 replies
    • 1.5k views
    • 
    • AndyH
    • October 19, 2000

24. Distributions Based on Interim Valuation

    By Susan S., July 7, 2014
    • 4 replies
    • 1.5k views
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    • Susan S.
    • July 8, 2014

25. IRS auditor wants docs faxed

    By Bird, May 23, 2017
    • 17 replies
    • 1.5k views
    • 
    • ratherbereading
    • June 14, 2017

26. proposed rule to decodify many Treasury regulations, including some about retirement plans

    By Peter Gulia, February 14, 2018   

    • rule; regulation
    • 11 replies
    • 1.5k views
    • 
    • shERPA
    • February 16, 2018

27. When is the contribution actually made?

    By richard, March 15, 1999
    • 2 replies
    • 1.5k views
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    • Guest
    • March 16, 1999

28. what if my company b(company b bought my company a) files for bankrupt

    By Guest nharpist, December 29, 2000
    • 2 replies
    • 1.5k views
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    • Guest
    • December 30, 2000

29. Terminating a participant so they can take a distribution

    By Chippy, December 28, 2016
    • 10 replies
    • 1.5k views
    • 
    • GMK
    • December 29, 2016

30. Are forfeiture restorations counted as employer contriubtions for any

    By John A, November 2, 2001
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • November 2, 2001

31. Remove life insurance as investment option?

    By Guest boberlander, December 20, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 21, 2000

32. Is the city's matching deferred comp in a 457 plan part of the total 8

    By Guest Curtis L. Walsh, July 27, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 31, 2000

33. Deadline for Adopting DB Plan?

    By Scott, July 6, 2007
    • 5 replies
    • 1.5k views
    • 
    • jpod
    • July 6, 2007

34. Back-pay--to defer or not

    By BG5150, July 31, 2024
    • 3 replies
    • 1.5k views
    • 
    • Paul I
    • August 5, 2024

35. Corporate transactions

    By Belgarath, May 8, 2018
    • 7 replies
    • 1.5k views
    • 
    • QDROphile
    • May 8, 2018

36. Which ERISA plans, does the DOL require to be a trust ?

    By Guest ETodd, October 16, 2003
    • 3 replies
    • 1.5k views
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    • Guest
    • October 17, 2003

37. sole proprietor incoorporated

    By Guest AAASIMON, April 1, 1999
    • 1 reply
    • 1.5k views
    • 
    • Ervin Barham
    • April 2, 1999

38. We recently changed administrators mid-year and were told by the new a

    By Guest mia, April 19, 2001
    • 1 reply
    • 1.5k views
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    • Medusa
    • April 19, 2001

39. Immediate Annuity Quotes

    By Lynn Campbell, May 4, 2005
    • 2 replies
    • 1.5k views
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    • AndyH
    • May 5, 2005

40. Orphan Sole proprietor Plan-What to do?

    By jane123, July 24, 2005
    • 3 replies
    • 1.5k views
    • 
    • No Name
    • July 25, 2005

41. Document Production

    By ccassetty, November 2, 2001
    • 2 replies
    • 1.5k views
    • 
    • ccassetty
    • November 5, 2001

42. Severance Pay Included or Excluded in different safe-harbor definition

    By John A, December 21, 1999
    • 0 replies
    • 1.5k views
    • 
    • John A
    • December 21, 1999

43. Husband owns 6.4%, Wife owns 39.82% . . . whose ownership %?

    By Guest LWilson, July 29, 2002
    • 1 reply
    • 1.5k views
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    • jaemmons
    • July 29, 2002

44. leasing organizations and retirement plans - top heavy issue

    By eilano, January 19, 2001
    • 2 replies
    • 1.5k views
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    • dmb
    • January 19, 2001

45. When Are the 2020 COLA Amounts Being Announced?

    By rocknrolls2, November 1, 2019
    • 5 replies
    • 1.5k views
    • 
    • Lois Baker
    • November 7, 2019

46. prohibited transactions

    By Guest scr, July 30, 1999
    • 0 replies
    • 1.5k views
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    • Guest
    • July 30, 1999

47. Plan without a Sponsor

    By dmb, August 29, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 30, 2001

48. Another Plan Expense Issue

    By Guest djsimonetti, February 6, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 8, 1999

49. Controlled Group

    By dmb, July 23, 2003
    • 6 replies
    • 1.5k views
    • 
    • E as in ERISA
    • July 28, 2003

50. Cutback of Accrued Benefit

    By Christine Roberts, July 20, 1999
    • 2 replies
    • 1.5k views
    • 
    • Christine Roberts
    • July 21, 1999